@aglyn/plugins-crm 1.0.0-beta.199 → 1.0.0-beta.200

package/src/lib/model/crm-list-query.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-list-query.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  CRM_SCOPED_SEARCH_TOKENS_FIELD,\n  CRM_SEARCH_TOKENS_FIELD,\n  type CrmListCollection,\n  crmListFields,\n} from '@aglyn/aglyn'\nimport { scopedSearch } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport type { ListFilterOption } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { listQueryRefusals } from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport type {\n  ListQueryDeclaration,\n  ListQueryFilter,\n  ListQueryPlan,\n} from '@aglyn/shared-ui-jsx/const/list-query-plan'\n\n/*\n * THE CRM LISTS ON THEIR QUERIES (AGL-3321).\n *\n * Every CRM list — Leads, Contacts, Companies, Deals, Tasks — declares its\n * filterable fields, its one order and its search as a\n * `ListQueryDeclaration`, and `planListQuery` puts every clause and the\n * search word on ONE Firestore query paged by `useListQuery`. What a query\n * cannot hold is refused by name (`ListQueryNotices`), never matched over\n * the rows a page happened to load.\n *\n * This module is what the five share: the search every CRM record carries\n * (`searchTokens`, and `scopedSearchTokens` under a site — see\n * `crmListFields` in `@aglyn/aglyn`), the scope clause as the plan's base,\n * a stored clause translated to the one its query asks, and the refusals\n * read back through the clause the reader set.\n */\n\n/** Every CRM list's quick search: the tokens every writer stamps. */\nexport const CRM_LIST_SEARCH: NonNullable<ListQueryDeclaration['search']> = {\n  tokensPath: CRM_SEARCH_TOKENS_FIELD,\n  scoped: scopedSearch(CRM_SCOPED_SEARCH_TOKENS_FIELD),\n}\n\n/**\n * The scope clause as the plan's base: `visibleTo array-contains-any` over\n * the reader's tokens under a site, nothing at the organization level\n * (`null` tokens), where an org-wide member's listeners carry none.\n */\nexport function crmListBase(visibleTo: readonly string[] | null): ListQueryFilter[] {\n  return visibleTo ? [{ path: 'visibleTo', op: 'array-contains-any', value: [...visibleTo] }] : []\n}\n\n/** The base's shape, for `listQueryIndexes`: the scope clause is an array clause. */\nexport const CRM_LIST_BASE_INDEX = [{ path: 'visibleTo', array: true }] as const\n\n/**\n * The declaration a reader may run.\n *\n * Under a site the search folds into the scope clause (`search.scoped`),\n * and a query without `visibleTo` is one the rules can prove only for an\n * ORG-WIDE member — `canReadScoped()` short-circuits on it, and for anybody\n * else inspects `visibleTo`, which the folded query no longer constrains.\n * A member whose reach is some sites keeps the scope clause, and the plan\n * refuses their search by name rather than sending a query the rules deny.\n */\nexport function crmListDeclarationFor(\n  declaration: ListQueryDeclaration,\n  foldsScope: boolean,\n): ListQueryDeclaration {\n  if (foldsScope || !declaration.search?.scoped) return declaration\n  return { ...declaration, search: { tokensPath: declaration.search.tokensPath } }\n}\n\n/*------------------------------------------\n * WHAT A LIST STORES, AND WHAT IT ASKS.\n *\n * A saved view stores clauses in the grid's grammar — \"Status is Open\",\n * \"Owner is Dana\", \"Lead source is none\" — and some of them name no stored\n * field one query can ask as it is: Open is two statuses, an owner under a\n * site is that holder's facet key, a lead source is compared by its key. A\n * list translates each stored clause into the clause its query asks, plans\n * those, and reads the plan's refusals back through the stored clause, so\n * the notice names what the reader set (\"Status is Open is not applied\")\n * and never the field it was translated to.\n *-----------------------------------------*/\n\n/** How one stored clause is asked: a query clause, or why it cannot be. */\nexport type CrmClauseAsked = ListFilterRequest | { refused: string }\n\nexport interface CrmAskedClauses {\n  /** What the plan is asked, in the order the reader set them. */\n  clauses: ListFilterRequest[]\n  /** The stored clause each asked one stands for, index for index. */\n  origins: ListFilterRequest[]\n  /** Stored clauses refused before the plan saw them, with why. */\n  refused: Array<{ clause: ListFilterRequest; reason: string }>\n}\n\n/** Every stored clause through `ask`, keeping where each came from. */\nexport function crmAskClauses(\n  stored: readonly ListFilterRequest[],\n  ask: (clause: ListFilterRequest) => CrmClauseAsked,\n): CrmAskedClauses {\n  const clauses: ListFilterRequest[] = []\n  const origins: ListFilterRequest[] = []\n  const refused: CrmAskedClauses['refused'] = []\n  for (const clause of stored) {\n    const asked = ask(clause)\n    if ('refused' in asked) {\n      refused.push({ clause, reason: asked.refused })\n    } else {\n      clauses.push(asked)\n      origins.push(clause)\n    }\n  }\n  return { clauses, origins, refused }\n}\n\nconst sameClause = (a: ListFilterRequest, b: ListFilterRequest): boolean =>\n  a.field === b.field && a.op === b.op && a.value === b.value\n\n/**\n * The plan's refusals and the translation's, each named by the clause the\n * reader SET, as `ListQueryNotices` takes them — through the platform's one\n * wording (`listQueryRefusals`), so a notice and its chip read alike.\n */\nexport function crmQueryRefusals(\n  plan: Pick<ListQueryPlan, 'refused'>,\n  asked: CrmAskedClauses,\n  context: {\n    fields: readonly ListFilterField[]\n    headers?: Readonly<Record<string, string>>\n    options?: Readonly<Record<string, readonly ListFilterOption[]>>\n  },\n): Array<{ label: string; reason: string }> {\n  const planned = plan.refused.map((entry) => {\n    if (entry.clause === 'search') return entry\n    const clause = entry.clause\n    const at = asked.clauses.findIndex((candidate) => sameClause(candidate, clause))\n    return { clause: at >= 0 ? asked.origins[at] : clause, reason: entry.reason }\n  })\n  return listQueryRefusals([...asked.refused, ...planned], context)\n}\n\n/** The comma-separated values of an `isAnyOf`, or the one value of anything else. */\nexport function crmClauseValues(clause: Pick<ListFilterRequest, 'op' | 'value'>): string[] {\n  const raw = clause.op === 'isAnyOf' ? clause.value.split(',') : [clause.value]\n  return [...new Set(raw.map((value) => value.trim()).filter(Boolean))]\n}\n\n/** One value as `equals`, several as `isAnyOf` — the shape the plan takes a list in. */\nexport function crmAnyOf(field: string, values: readonly string[]): CrmClauseAsked {\n  const unique = [...new Set(values)]\n  if (!unique.length) return { refused: 'no value yet' }\n  return unique.length === 1\n    ? { field, op: 'equals', value: unique[0] }\n    : { field, op: 'isAnyOf', value: unique.join(',') }\n}\n\n/** A `select` field: equality and \"any of\" over stored values, nothing else. */\nexport function crmSelectField(column: string, path: string = column): ListFilterField {\n  return { column, kind: 'exact', path, operators: ['equals', 'isAnyOf'] }\n}\n\n/**\n * The list fields a CLIENT edit writes beside its patch (AGL-3321): the\n * record as the listener holds it with the patch laid over — a `null` or a\n * sentinel in the patch reads as the field removed — through\n * `crmListFields`, narrowed to `fields`. A client never writes a field the\n * rules keep for the server (a lead's `emailStatus`), which is why the\n * caller names the ones it may.\n */\nexport function crmClientListFields(\n  collection: CrmListCollection,\n  record: Readonly<Record<string, unknown>>,\n  patch: Readonly<Record<string, unknown>>,\n  fields: readonly string[],\n): Record<string, unknown> {\n  const merged: Record<string, unknown> = { ...record }\n  for (const [key, value] of Object.entries(patch)) {\n    // A dotted path is a map entry (`custom.tier`), never a searched field.\n    if (key.includes('.')) continue\n    merged[key] = value === null || isSentinel(value) ? undefined : value\n  }\n  const computed = crmListFields(collection, merged)\n  return Object.fromEntries(fields.filter((field) => field in computed).map((field) => [field, computed[field]]))\n}\n\n/** A web-SDK `FieldValue` — `deleteField()`, the one a client edit of these fields sends. */\nconst isSentinel = (value: unknown): boolean =>\n  typeof value === 'object' &&\n  value !== null &&\n  !Array.isArray(value) &&\n  !(value instanceof Date) &&\n  typeof (value as { isEqual?: unknown }).isEqual === 'function'\n\n/** The search fields every CRM record carries — what a client edit of searched text rewrites. */\nexport const CRM_CLIENT_SEARCH_FIELDS = ['searchTokens', 'scopedSearchTokens'] as const\n\n"],"names":["CRM_SCOPED_SEARCH_TOKENS_FIELD","CRM_SEARCH_TOKENS_FIELD","crmListFields","scopedSearch","listQueryRefusals","CRM_LIST_SEARCH","tokensPath","scoped","crmListBase","visibleTo","path","op","value","CRM_LIST_BASE_INDEX","array","crmListDeclarationFor","declaration","foldsScope","search","crmAskClauses","stored","ask","clauses","origins","refused","clause","asked","push","reason","sameClause","a","b","field","crmQueryRefusals","plan","context","planned","map","entry","at","findIndex","candidate","crmClauseValues","raw","split","Set","trim","filter","Boolean","crmAnyOf","values","unique","length","join","crmSelectField","column","kind","operators","crmClientListFields","collection","record","patch","fields","merged","key","Object","entries","includes","isSentinel","undefined","computed","fromEntries","Array","isArray","Date","isEqual","CRM_CLIENT_SEARCH_FIELDS"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SACEA,8BAA8B,EAC9BC,uBAAuB,EAEvBC,aAAa,QACR,eAAc;AACrB,SAASC,YAAY,QAAQ,qCAAoC;AAGjE,SAASC,iBAAiB,QAAQ,+DAA8D;AAOhG;;;;;;;;;;;;;;;CAeC,GAED,mEAAmE,GACnE,OAAO,MAAMC,kBAA+D;IAC1EC,YAAYL;IACZM,QAAQJ,aAAaH;AACvB,EAAC;AAED;;;;CAIC,GACD,OAAO,SAASQ,YAAYC,SAAmC;IAC7D,OAAOA,YAAY;QAAC;YAAEC,MAAM;YAAaC,IAAI;YAAsBC,OAAO;mBAAIH;aAAU;QAAC;KAAE,GAAG,EAAE;AAClG;AAEA,mFAAmF,GACnF,OAAO,MAAMI,sBAAsB;IAAC;QAAEH,MAAM;QAAaI,OAAO;IAAK;CAAE,CAAS;AAEhF;;;;;;;;;CASC,GACD,OAAO,SAASC,sBACdC,WAAiC,EACjCC,UAAmB;QAEAD;IAAnB,IAAIC,cAAc,GAACD,sBAAAA,YAAYE,MAAM,qBAAlBF,oBAAoBT,MAAM,GAAE,OAAOS;IACtD,OAAO,aAAKA;QAAaE,QAAQ;YAAEZ,YAAYU,YAAYE,MAAM,CAACZ,UAAU;QAAC;;AAC/E;AA2BA,qEAAqE,GACrE,OAAO,SAASa,cACdC,MAAoC,EACpCC,GAAkD;IAElD,MAAMC,UAA+B,EAAE;IACvC,MAAMC,UAA+B,EAAE;IACvC,MAAMC,UAAsC,EAAE;IAC9C,KAAK,MAAMC,UAAUL,OAAQ;QAC3B,MAAMM,QAAQL,IAAII;QAClB,IAAI,aAAaC,OAAO;YACtBF,QAAQG,IAAI,CAAC;gBAAEF;gBAAQG,QAAQF,MAAMF,OAAO;YAAC;QAC/C,OAAO;YACLF,QAAQK,IAAI,CAACD;YACbH,QAAQI,IAAI,CAACF;QACf;IACF;IACA,OAAO;QAAEH;QAASC;QAASC;IAAQ;AACrC;AAEA,MAAMK,aAAa,CAACC,GAAsBC,IACxCD,EAAEE,KAAK,KAAKD,EAAEC,KAAK,IAAIF,EAAEnB,EAAE,KAAKoB,EAAEpB,EAAE,IAAImB,EAAElB,KAAK,KAAKmB,EAAEnB,KAAK;AAE7D;;;;CAIC,GACD,OAAO,SAASqB,iBACdC,IAAoC,EACpCR,KAAsB,EACtBS,OAIC;IAED,MAAMC,UAAUF,KAAKV,OAAO,CAACa,GAAG,CAAC,CAACC;QAChC,IAAIA,MAAMb,MAAM,KAAK,UAAU,OAAOa;QACtC,MAAMb,SAASa,MAAMb,MAAM;QAC3B,MAAMc,KAAKb,MAAMJ,OAAO,CAACkB,SAAS,CAAC,CAACC,YAAcZ,WAAWY,WAAWhB;QACxE,OAAO;YAAEA,QAAQc,MAAM,IAAIb,MAAMH,OAAO,CAACgB,GAAG,GAAGd;YAAQG,QAAQU,MAAMV,MAAM;QAAC;IAC9E;IACA,OAAOxB,kBAAkB;WAAIsB,MAAMF,OAAO;WAAKY;KAAQ,EAAED;AAC3D;AAEA,mFAAmF,GACnF,OAAO,SAASO,gBAAgBjB,MAA+C;IAC7E,MAAMkB,MAAMlB,OAAOd,EAAE,KAAK,YAAYc,OAAOb,KAAK,CAACgC,KAAK,CAAC,OAAO;QAACnB,OAAOb,KAAK;KAAC;IAC9E,OAAO;WAAI,IAAIiC,IAAIF,IAAIN,GAAG,CAAC,CAACzB,QAAUA,MAAMkC,IAAI,IAAIC,MAAM,CAACC;KAAU;AACvE;AAEA,sFAAsF,GACtF,OAAO,SAASC,SAASjB,KAAa,EAAEkB,MAAyB;IAC/D,MAAMC,SAAS;WAAI,IAAIN,IAAIK;KAAQ;IACnC,IAAI,CAACC,OAAOC,MAAM,EAAE,OAAO;QAAE5B,SAAS;IAAe;IACrD,OAAO2B,OAAOC,MAAM,KAAK,IACrB;QAAEpB;QAAOrB,IAAI;QAAUC,OAAOuC,MAAM,CAAC,EAAE;IAAC,IACxC;QAAEnB;QAAOrB,IAAI;QAAWC,OAAOuC,OAAOE,IAAI,CAAC;IAAK;AACtD;AAEA,8EAA8E,GAC9E,OAAO,SAASC,eAAeC,MAAc,EAAE7C,OAAe6C,MAAM;IAClE,OAAO;QAAEA;QAAQC,MAAM;QAAS9C;QAAM+C,WAAW;YAAC;YAAU;SAAU;IAAC;AACzE;AAEA;;;;;;;CAOC,GACD,OAAO,SAASC,oBACdC,UAA6B,EAC7BC,MAAyC,EACzCC,KAAwC,EACxCC,MAAyB;IAEzB,MAAMC,SAAkC,aAAKH;IAC7C,KAAK,MAAM,CAACI,KAAKpD,MAAM,IAAIqD,OAAOC,OAAO,CAACL,OAAQ;QAChD,wEAAwE;QACxE,IAAIG,IAAIG,QAAQ,CAAC,MAAM;QACvBJ,MAAM,CAACC,IAAI,GAAGpD,UAAU,QAAQwD,WAAWxD,SAASyD,YAAYzD;IAClE;IACA,MAAM0D,WAAWpE,cAAcyD,YAAYI;IAC3C,OAAOE,OAAOM,WAAW,CAACT,OAAOf,MAAM,CAAC,CAACf,QAAUA,SAASsC,UAAUjC,GAAG,CAAC,CAACL,QAAU;YAACA;YAAOsC,QAAQ,CAACtC,MAAM;SAAC;AAC/G;AAEA,2FAA2F,GAC3F,MAAMoC,aAAa,CAACxD,QAClB,OAAOA,UAAU,YACjBA,UAAU,QACV,CAAC4D,MAAMC,OAAO,CAAC7D,UACf,CAAEA,CAAAA,iBAAiB8D,IAAG,KACtB,OAAO,AAAC9D,MAAgC+D,OAAO,KAAK;AAEtD,+FAA+F,GAC/F,OAAO,MAAMC,2BAA2B;IAAC;IAAgB;CAAqB,CAAS"}

package/src/lib/model/lead-filters.d.ts

@@ -14,22 +14,22 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { type EmailStateStatus, type CrmLeadFields, type CrmLeadStatus } from '@aglyn/aglyn';
+import { type EmailStateStatus, type CrmLeadStatus } from '@aglyn/aglyn';
 import type { CrmViewFilterClause } from '@aglyn/aglyn';
-import type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter';
+import type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter';
 import { type ListGridFilterCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter';
+import type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
+import { type CrmClauseAsked } from './crm-list-query';
 /**
  * What the Leads section's `Show` control offers (AGL-2608): the two
  * aggregate views and each status on its own. `open` is the default — the
- * list opens on the work — and it is the one view a Firestore query cannot
- * express, because a lead nobody has touched carries no status field at all;
- * see the section for why the filter runs over a loaded window.
+ * list opens on the work — asked of the query as `status in [new, working]`,
+ * which every lead answers because every lead writer stores a status, `new`
+ * for one nobody has touched (`crmLeadListFields`, AGL-3321).
  */
 export type LeadFilter = 'open' | 'all' | CrmLeadStatus;
 export declare const LEAD_FILTERS: readonly LeadFilter[];
 export declare const LEAD_FILTER_LABELS: Record<LeadFilter, string>;
-/** Whether a lead belongs in a filter's view. An absent status is `new`. */
-export declare function leadMatchesFilter(lead: Pick<CrmLeadFields, 'status'>, filter: LeadFilter): boolean;
 /**
  * The Leads section's `Email` control (AGL-3245): every lead, the ones a
  * member must not email — any verdict but `ok` — the ones nothing has been
@@ -40,46 +40,12 @@ export declare function leadMatchesFilter(lead: Pick<CrmLeadFields, 'status'>, f
 export type LeadEmailFilter = 'any' | 'problem' | 'none' | EmailStateStatus;
 export declare const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[];
 export declare const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string>;
-/** Whether a lead belongs in an email filter's view. */
-export declare function leadMatchesEmailFilter(lead: Readonly<Record<string, unknown>>, filter: LeadEmailFilter): boolean;
-/**
- * The Leads section's `Campaign` control (AGL-3254): every lead, or the
- * ones filed under one campaign — read off the lead's own `campaignIds`,
- * the field every campaign member carries. `''` is every lead, which is
- * what the control opens on; the ids are the site's containers', and the
- * section resolves their names for the menu.
- */
-export declare function leadMatchesCampaignFilter(lead: Readonly<Record<string, unknown>>, campaignId: string): boolean;
-/**
- * The fields the Leads section's search box reads (AGL-3246): who the lead
- * is and where they work — the words a person types to find one — plus the
- * tags, which are how an import names its batch (`sal-15`). `name` and
- * `email` are the capture door's fields rather than the CRM's, so the row is
- * read as a record rather than through `CrmLeadFields`.
- */
-export declare const LEAD_SEARCH_FIELDS: readonly ["name", "email", "company", "jobTitle", "tags"];
-/**
- * Whether a lead answers a search term.
- *
- * Case-insensitive, and every whitespace-separated word of the term must
- * appear in SOME searched field: `morgan lamphere` and `lamphere sal-15`
- * both find Morgan Lamphere, `morgan smith` does not. A blank term matches
- * every lead, so the box emptied is the list unfiltered.
- */
-export declare function leadMatchesSearch(lead: Readonly<Record<string, unknown>>, term: string): boolean;
 /**
  * The `Lead source` control's "no lead source" choice (AGL-3298). Held in
  * the saved view as an `isEmpty` clause, never as this string; it is only
  * the select's own value for the choice.
  */
 export declare const LEAD_SOURCE_FILTER_NONE = "\0none";
-/**
- * The Leads section's `Lead source` control (AGL-3298): every lead (`''`),
- * the ones holding one value — compared the way the picklist compares
- * labels, so a value typed in another case before the list existed is
- * still found — or the ones holding none.
- */
-export declare function leadMatchesLeadSourceFilter(lead: Readonly<Record<string, unknown>>, filter: string): boolean;
 /** The fields the grid's panel offers on Leads. */
 export declare const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[];
 /** What each filter field reads as on a chip. */
@@ -103,11 +69,51 @@ export declare const LEAD_EMAIL_FILTER_OPTIONS: {
 export declare function leadClausesForGrid(stored: readonly CrmViewFilterClause[]): CrmViewFilterClause[];
 /** The inverse of {@link leadClausesForGrid}: what the view stores. */
 export declare function leadClausesToStore(shown: readonly CrmViewFilterClause[]): CrmViewFilterClause[];
-/** Whether a lead answers every clause the grid shows. */
-export declare function leadMatchesClauses(lead: Readonly<Record<string, unknown>> & Pick<CrmLeadFields, 'status'>, clauses: readonly CrmViewFilterClause[]): boolean;
 /** Campaign clauses were stored as `contains`; the panel's select says `is`. */
 export declare const LEAD_CAMPAIGN_CODEC: ListGridFilterCodec;
 /** "No lead source" is an `isEmpty` clause, shown as a choice of the select. */
 export declare const LEAD_SOURCE_CODEC: ListGridFilterCodec;
 /** The Leads fields whose stored clauses translate their own way. */
 export declare const LEAD_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>>;
+/** The one order the Leads list takes: newest seen first. */
+export declare const LEAD_LIST_SORTS: readonly ListQuerySort[];
+/** The fields the Leads query asks — each a stored field, as named. */
+export declare const LEAD_QUERY_FIELDS: readonly ListFilterField[];
+export declare const LEAD_LIST_DECLARATION: ListQueryDeclaration;
+/**
+ * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the
+ * start of the address, beside the scope clause — the `(visibleTo, email)`
+ * composite the Inbox's leads list reads too.
+ */
+export declare const LEAD_PREFIX_SEARCH: {
+    field: {
+        column: string;
+        kind: "text";
+        path: string;
+        lowerPath: string;
+        presence: "always";
+        operators: string[];
+    };
+    notice: string;
+};
+/** Whether an asked clause stands in for the scope clause: a campaign behind the site's scope. */
+export declare const leadClauseImpliesScope: (clause: ListFilterRequest) => boolean;
+/** Who is asking, for the one clause whose shape depends on it: the Campaign. */
+export interface LeadQueryReader {
+    /** The site's scope tokens, or `null` at the organization level. */
+    scopeTokens: readonly string[] | null;
+    /** Whether the reader may run a query without the scope clause (`useCrmFoldsScope`). */
+    foldsScope: boolean;
+}
+/**
+ * One grid clause as the clause the Leads query asks — see the block above.
+ * A value the list does not know is refused by name rather than dropped, so
+ * a stored view that names a retired choice says so.
+ */
+export declare function leadQueryClause(clause: CrmViewFilterClause | ListFilterRequest, reader?: LeadQueryReader): CrmClauseAsked;
+/**
+ * The query shape the Leads list can send beyond its own declaration, for
+ * the index pin (AGL-3321): a collaborator's address prefix beside the
+ * equalities they may set.
+ */
+export declare function leadIndexShapes(): ListQueryDeclaration[];

package/src/lib/model/lead-filters.js

@@ -14,8 +14,10 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, CRM_LEAD_STATUS_LABELS, emailStateForbidsEmail, crmLeadStatus, isCrmLeadOpen, normalizeCrmPicklistLabel, readCampaignIds, readEmailState } from "@aglyn/aglyn";
-import { listSelectCodec, listRowMatchesSearch } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
+ */ import { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, CRM_LEAD_STATUS_LABELS, CRM_LEAD_SCOPED_CAMPAIGNS_FIELD, CRM_LEAD_STATUSES, crmLeadSourceKey } from "@aglyn/aglyn";
+import { SCOPED_SEARCH_JOIN } from "@aglyn/aglyn/app-utils/name-search";
+import { listSelectCodec } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
+import { CRM_LIST_SEARCH, crmAnyOf, crmClauseValues, crmSelectField } from "./crm-list-query.js";
 export const LEAD_FILTERS = [
     'open',
     'new',
@@ -32,11 +34,6 @@ export const LEAD_FILTER_LABELS = {
     qualified: CRM_LEAD_STATUS_LABELS.qualified,
     unqualified: CRM_LEAD_STATUS_LABELS.unqualified
 };
-/** Whether a lead belongs in a filter's view. An absent status is `new`. */ export function leadMatchesFilter(lead, filter) {
-    if (filter === 'all') return true;
-    if (filter === 'open') return isCrmLeadOpen(lead);
-    return crmLeadStatus(lead) === filter;
-}
 export const LEAD_EMAIL_FILTERS = [
     'any',
     'problem',
@@ -48,66 +45,11 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
     problem: 'Cannot be emailed',
     none: 'Nothing known'
 }, EMAIL_STATE_LABELS);
-/** Whether a lead belongs in an email filter's view. */ export function leadMatchesEmailFilter(lead, filter) {
-    if (filter === 'any') return true;
-    const state = readEmailState(lead);
-    if (filter === 'none') return state === null;
-    if (filter === 'problem') return emailStateForbidsEmail(state);
-    return (state == null ? void 0 : state.status) === filter;
-}
-/**
- * The Leads section's `Campaign` control (AGL-3254): every lead, or the
- * ones filed under one campaign — read off the lead's own `campaignIds`,
- * the field every campaign member carries. `''` is every lead, which is
- * what the control opens on; the ids are the site's containers', and the
- * section resolves their names for the menu.
- */ export function leadMatchesCampaignFilter(lead, campaignId) {
-    if (!campaignId) return true;
-    return readCampaignIds(lead).includes(campaignId);
-}
-/**
- * The fields the Leads section's search box reads (AGL-3246): who the lead
- * is and where they work — the words a person types to find one — plus the
- * tags, which are how an import names its batch (`sal-15`). `name` and
- * `email` are the capture door's fields rather than the CRM's, so the row is
- * read as a record rather than through `CrmLeadFields`.
- */ export const LEAD_SEARCH_FIELDS = [
-    'name',
-    'email',
-    'company',
-    'jobTitle',
-    'tags'
-];
-/**
- * Whether a lead answers a search term.
- *
- * Case-insensitive, and every whitespace-separated word of the term must
- * appear in SOME searched field: `morgan lamphere` and `lamphere sal-15`
- * both find Morgan Lamphere, `morgan smith` does not. A blank term matches
- * every lead, so the box emptied is the list unfiltered.
- */ export function leadMatchesSearch(lead, term) {
-    // Tags are a list; a stray string there is no tag of the lead's.
-    const tags = Array.isArray(lead['tags']) ? lead['tags'] : undefined;
-    return listRowMatchesSearch(_extends({}, lead, {
-        tags
-    }), LEAD_SEARCH_FIELDS, term.trim().split(/\s+/));
-}
 /**
  * The `Lead source` control's "no lead source" choice (AGL-3298). Held in
  * the saved view as an `isEmpty` clause, never as this string; it is only
  * the select's own value for the choice.
  */ export const LEAD_SOURCE_FILTER_NONE = '\u0000none';
-/**
- * The Leads section's `Lead source` control (AGL-3298): every lead (`''`),
- * the ones holding one value — compared the way the picklist compares
- * labels, so a value typed in another case before the list existed is
- * still found — or the ones holding none.
- */ export function leadMatchesLeadSourceFilter(lead, filter) {
-    if (!filter) return true;
-    const held = normalizeCrmPicklistLabel(lead['leadSource']).toLowerCase();
-    if (filter === LEAD_SOURCE_FILTER_NONE) return held === '';
-    return held === normalizeCrmPicklistLabel(filter).toLowerCase();
-}
 /*==========================================
  * THE LEADS GRID'S FILTERS (AGL-3313).
  *
@@ -120,8 +62,8 @@ export const LEAD_EMAIL_FILTER_LABELS = _extends({
  *   campaignIds  `contains <campaign id>`
  *   leadSource   `equals <label>`, or `isEmpty` for the leads holding none
  *
- * Every one narrows the loaded window, never the query — see the section's
- * `LEADS_WINDOW` for why a status cannot be asked of Firestore.
+ * Every one is asked of the Leads query (AGL-3321) through the field a
+ * writer stores for it — see {@link leadQueryClause}.
  *=========================================*/ /** The fields the grid's panel offers on Leads. */ export const LEAD_LIST_FILTER_FIELDS = [
     {
         column: 'status',
@@ -224,30 +166,6 @@ const STATUS_ALL = {
         ...shown
     ];
 }
-const listed = (clause)=>clause.op === 'isAnyOf' ? clause.value.split(',').map((entry)=>entry.trim()).filter(Boolean) : [
-        clause.value
-    ];
-/** Whether a lead answers every clause the grid shows. */ export function leadMatchesClauses(lead, clauses) {
-    return clauses.every((clause)=>{
-        switch(clause.field){
-            case 'status':
-                return listed(clause).some((value)=>LEAD_FILTERS.includes(value) ? leadMatchesFilter(lead, value) : true);
-            case 'emailState':
-                return listed(clause).some((value)=>LEAD_EMAIL_FILTERS.includes(value) ? leadMatchesEmailFilter(lead, value) : true);
-            case 'campaignIds':
-                return listed(clause).some((value)=>leadMatchesCampaignFilter(lead, value));
-            case 'leadSource':
-                return clause.op === 'isEmpty' ? leadMatchesLeadSourceFilter(lead, LEAD_SOURCE_FILTER_NONE) : listed(clause).some((value)=>leadMatchesLeadSourceFilter(lead, value));
-            case 'ownerUid':
-                var _lead_ownerUid;
-                return listed(clause).includes(String((_lead_ownerUid = lead['ownerUid']) != null ? _lead_ownerUid : ''));
-            default:
-                // A clause on a field this list does not answer narrows nothing,
-                // rather than emptying the list.
-                return true;
-        }
-    });
-}
 /** Campaign clauses were stored as `contains`; the panel's select says `is`. */ export const LEAD_CAMPAIGN_CODEC = {
     toItem: (clause)=>clause.op === 'contains' || clause.op === 'equals' ? {
             operator: 'is',
@@ -281,5 +199,193 @@ const listed = (clause)=>clause.op === 'isAnyOf' ? clause.value.split(',').map((
     campaignIds: LEAD_CAMPAIGN_CODEC,
     leadSource: LEAD_SOURCE_CODEC
 };
+/*==========================================
+ * THE LEADS QUERY (AGL-3321).
+ *
+ * `orgs/{orgId}/leads`, newest seen first, under a site narrowed by the
+ * `visibleTo` scope clause. Each grid clause is asked through a field every
+ * lead writer stores (`crmLeadListFields` in `@aglyn/aglyn`):
+ *
+ *   status       `status`, stored `new` on a lead nobody has touched, so
+ *                Open is `status in [new, working]`
+ *   emailState   `emailStatus`, the verdict's status or `none`; "Cannot be
+ *                emailed" is every verdict but `ok`
+ *   leadSource   `leadSourceKey`, the label as the picklist compares it, or
+ *                `null` for none
+ *   ownerUid     as stored
+ *   campaignIds  `array-contains` on the lead's own campaigns; under a site,
+ *                `scopedCampaignIds` — the campaign behind each of the
+ *                site's scope tokens — which stands in the scope clause's
+ *                place, so the one array clause answers both
+ *
+ * and the search box reads `searchTokens` — word prefixes of the name,
+ * address, company, title and tags. Every equality rides one
+ * `(field, lastSeenAtMs DESC)` composite; the campaign and the search are
+ * array clauses, so the two do not stand together (nor under a site, where
+ * the scope clause is the query's one array clause, save the search, which
+ * folds into it for a reader who may drop it).
+ *=========================================*/ /** The one order the Leads list takes: newest seen first. */ export const LEAD_LIST_SORTS = [
+    {
+        path: 'lastSeenAtMs',
+        direction: 'desc'
+    }
+];
+/** The fields the Leads query asks — each a stored field, as named. */ export const LEAD_QUERY_FIELDS = [
+    crmSelectField('status'),
+    crmSelectField('emailStatus'),
+    crmSelectField('ownerUid'),
+    {
+        column: 'leadSourceKey',
+        kind: 'exact',
+        path: 'leadSourceKey',
+        presence: 'nullable',
+        operators: [
+            'equals',
+            'isAnyOf',
+            'isEmpty'
+        ]
+    },
+    {
+        column: 'campaignIds',
+        kind: 'exact',
+        path: 'campaignIds',
+        tokensPath: 'campaignIds',
+        operators: [
+            'contains'
+        ]
+    },
+    {
+        // A campaign under a site: the lead's campaigns behind its scope.
+        column: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,
+        kind: 'exact',
+        path: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,
+        tokensPath: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,
+        operators: [
+            'isAnyOf'
+        ]
+    }
+];
+export const LEAD_LIST_DECLARATION = {
+    fields: LEAD_QUERY_FIELDS,
+    sorts: LEAD_LIST_SORTS,
+    search: CRM_LIST_SEARCH
+};
+/**
+ * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the
+ * start of the address, beside the scope clause — the `(visibleTo, email)`
+ * composite the Inbox's leads list reads too.
+ */ export const LEAD_PREFIX_SEARCH = {
+    field: {
+        column: 'email',
+        kind: 'text',
+        path: 'email',
+        lowerPath: 'email',
+        presence: 'always',
+        operators: [
+            'startsWith'
+        ]
+    },
+    notice: 'Search matches the start of a lead’s address for access limited to specific sites.'
+};
+/** Whether an asked clause stands in for the scope clause: a campaign behind the site's scope. */ export const leadClauseImpliesScope = (clause)=>clause.field === CRM_LEAD_SCOPED_CAMPAIGNS_FIELD;
+/** The verdicts a member must not email to: every one but `ok`. */ const EMAIL_PROBLEMS = EMAIL_STATE_STATUSES.filter((status)=>status !== 'ok');
+const ORG_READER = {
+    scopeTokens: null,
+    foldsScope: true
+};
+/**
+ * One grid clause as the clause the Leads query asks — see the block above.
+ * A value the list does not know is refused by name rather than dropped, so
+ * a stored view that names a retired choice says so.
+ */ export function leadQueryClause(clause, reader = ORG_READER) {
+    const values = crmClauseValues(clause);
+    switch(clause.field){
+        case 'status':
+            {
+                const statuses = [];
+                for (const value of values){
+                    if (value === 'open') statuses.push('new', 'working');
+                    else if (CRM_LEAD_STATUSES.includes(value)) statuses.push(value);
+                    else return {
+                        refused: `${value} is not a lead status`
+                    };
+                }
+                return crmAnyOf('status', statuses);
+            }
+        case 'emailState':
+            {
+                const keys = [];
+                for (const value of values){
+                    if (value === 'problem') keys.push(...EMAIL_PROBLEMS);
+                    else if (value === 'none') keys.push('none');
+                    else if (EMAIL_STATE_STATUSES.includes(value)) keys.push(value);
+                    else return {
+                        refused: `${value} is not an email verdict`
+                    };
+                }
+                return crmAnyOf('emailStatus', keys);
+            }
+        case 'leadSource':
+            {
+                if (clause.op === 'isEmpty' || values.length === 1 && values[0] === LEAD_SOURCE_FILTER_NONE) {
+                    return {
+                        field: 'leadSourceKey',
+                        op: 'isEmpty',
+                        value: ''
+                    };
+                }
+                if (values.includes(LEAD_SOURCE_FILTER_NONE)) {
+                    return {
+                        refused: '"No lead source" cannot be picked beside a value'
+                    };
+                }
+                const keys = values.map((value)=>crmLeadSourceKey(value)).filter((key)=>Boolean(key));
+                return crmAnyOf('leadSourceKey', keys);
+            }
+        case 'ownerUid':
+            return crmAnyOf('ownerUid', values);
+        case 'campaignIds':
+            {
+                if (values.length !== 1) return {
+                    refused: 'pick one campaign'
+                };
+                if (!reader.scopeTokens) return {
+                    field: 'campaignIds',
+                    op: 'contains',
+                    value: values[0]
+                };
+                if (!reader.foldsScope) {
+                    return {
+                        refused: 'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it'
+                    };
+                }
+                return {
+                    field: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,
+                    op: 'isAnyOf',
+                    value: reader.scopeTokens.map((token)=>`${token}${SCOPED_SEARCH_JOIN}${values[0]}`).join(',')
+                };
+            }
+        default:
+            return {
+                refused: 'this list does not filter by that'
+            };
+    }
+}
+/**
+ * The query shape the Leads list can send beyond its own declaration, for
+ * the index pin (AGL-3321): a collaborator's address prefix beside the
+ * equalities they may set.
+ */ export function leadIndexShapes() {
+    const equalities = LEAD_QUERY_FIELDS.filter((field)=>!field.tokensPath);
+    return [
+        {
+            fields: [
+                LEAD_PREFIX_SEARCH.field,
+                ...equalities
+            ],
+            sorts: []
+        }
+    ];
+}
 
 //# sourceMappingURL=lead-filters.js.map

package/src/lib/model/lead-filters.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  EMAIL_STATE_LABELS,\n  EMAIL_STATE_STATUSES,\n  CRM_LEAD_STATUS_LABELS,\n  type EmailStateStatus,\n  type CrmLeadFields,\n  type CrmLeadStatus,\n  emailStateForbidsEmail,\n  crmLeadStatus,\n  isCrmLeadOpen,\n  normalizeCrmPicklistLabel,\n  readCampaignIds,\n  readEmailState,\n} from '@aglyn/aglyn'\nimport type { CrmViewFilterClause } from '@aglyn/aglyn'\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { type ListGridFilterCodec, listSelectCodec, listRowMatchesSearch } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — and it is the one view a Firestore query cannot\n * express, because a lead nobody has touched carries no status field at all;\n * see the section for why the filter runs over a loaded window.\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/** Whether a lead belongs in a filter's view. An absent status is `new`. */\nexport function leadMatchesFilter(\n  lead: Pick<CrmLeadFields, 'status'>,\n  filter: LeadFilter,\n): boolean {\n  if (filter === 'all') return true\n  if (filter === 'open') return isCrmLeadOpen(lead)\n  return crmLeadStatus(lead) === filter\n}\n\n/**\n * The Leads section's `Email` control (AGL-3245): every lead, the ones a\n * member must not email — any verdict but `ok` — the ones nothing has been\n * said about, or one verdict on its own. Beside `Show`, not inside it: a\n * bounce does not move a lead out of Open, and a queue of bounced leads is\n * a queue of people to reach some other way.\n */\nexport type LeadEmailFilter = 'any' | 'problem' | 'none' | EmailStateStatus\n\nexport const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[] = [\n  'any',\n  'problem',\n  ...EMAIL_STATE_STATUSES,\n  'none',\n]\n\nexport const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string> = {\n  any: 'Any',\n  problem: 'Cannot be emailed',\n  none: 'Nothing known',\n  ...EMAIL_STATE_LABELS,\n}\n\n/** Whether a lead belongs in an email filter's view. */\nexport function leadMatchesEmailFilter(\n  lead: Readonly<Record<string, unknown>>,\n  filter: LeadEmailFilter,\n): boolean {\n  if (filter === 'any') return true\n  const state = readEmailState(lead)\n  if (filter === 'none') return state === null\n  if (filter === 'problem') return emailStateForbidsEmail(state)\n  return state?.status === filter\n}\n\n/**\n * The Leads section's `Campaign` control (AGL-3254): every lead, or the\n * ones filed under one campaign — read off the lead's own `campaignIds`,\n * the field every campaign member carries. `''` is every lead, which is\n * what the control opens on; the ids are the site's containers', and the\n * section resolves their names for the menu.\n */\nexport function leadMatchesCampaignFilter(\n  lead: Readonly<Record<string, unknown>>,\n  campaignId: string,\n): boolean {\n  if (!campaignId) return true\n  return readCampaignIds(lead).includes(campaignId)\n}\n\n/**\n * The fields the Leads section's search box reads (AGL-3246): who the lead\n * is and where they work — the words a person types to find one — plus the\n * tags, which are how an import names its batch (`sal-15`). `name` and\n * `email` are the capture door's fields rather than the CRM's, so the row is\n * read as a record rather than through `CrmLeadFields`.\n */\nexport const LEAD_SEARCH_FIELDS = ['name', 'email', 'company', 'jobTitle', 'tags'] as const\n\n/**\n * Whether a lead answers a search term.\n *\n * Case-insensitive, and every whitespace-separated word of the term must\n * appear in SOME searched field: `morgan lamphere` and `lamphere sal-15`\n * both find Morgan Lamphere, `morgan smith` does not. A blank term matches\n * every lead, so the box emptied is the list unfiltered.\n */\nexport function leadMatchesSearch(\n  lead: Readonly<Record<string, unknown>>,\n  term: string,\n): boolean {\n  // Tags are a list; a stray string there is no tag of the lead's.\n  const tags = Array.isArray(lead['tags']) ? lead['tags'] : undefined\n  return listRowMatchesSearch({ ...lead, tags }, LEAD_SEARCH_FIELDS, term.trim().split(/\\s+/))\n}\n\n/**\n * The `Lead source` control's \"no lead source\" choice (AGL-3298). Held in\n * the saved view as an `isEmpty` clause, never as this string; it is only\n * the select's own value for the choice.\n */\nexport const LEAD_SOURCE_FILTER_NONE = '\\u0000none'\n\n/**\n * The Leads section's `Lead source` control (AGL-3298): every lead (`''`),\n * the ones holding one value — compared the way the picklist compares\n * labels, so a value typed in another case before the list existed is\n * still found — or the ones holding none.\n */\nexport function leadMatchesLeadSourceFilter(\n  lead: Readonly<Record<string, unknown>>,\n  filter: string,\n): boolean {\n  if (!filter) return true\n  const held = normalizeCrmPicklistLabel(lead['leadSource']).toLowerCase()\n  if (filter === LEAD_SOURCE_FILTER_NONE) return held === ''\n  return held === normalizeCrmPicklistLabel(filter).toLowerCase()\n}\n\n/*==========================================\n * THE LEADS GRID'S FILTERS (AGL-3313).\n *\n * The Show, Email, Campaign and Lead source dropdowns became columns of the\n * grid's own Filters panel. Their clauses keep the shape the dropdowns\n * stored, so every saved view of leads reads as it did:\n *\n *   status       `equals <filter>`; none at all is Open, `all` is every lead\n *   emailState   `equals <filter>`\n *   campaignIds  `contains <campaign id>`\n *   leadSource   `equals <label>`, or `isEmpty` for the leads holding none\n *\n * Every one narrows the loaded window, never the query — see the section's\n * `LEADS_WINDOW` for why a status cannot be asked of Firestore.\n *=========================================*/\n\n/** The fields the grid's panel offers on Leads. */\nexport const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'status', kind: 'exact', path: 'status', operators: ['equals', 'isAnyOf'] },\n  { column: 'emailState', kind: 'exact', path: 'emailState', operators: ['equals', 'isAnyOf'] },\n  { column: 'ownerUid', kind: 'exact', path: 'ownerUid', operators: ['equals', 'isAnyOf'] },\n  { column: 'leadSource', kind: 'exact', path: 'leadSource', operators: ['equals', 'isAnyOf'] },\n  { column: 'campaignIds', kind: 'exact', path: 'campaignIds', operators: ['equals'] },\n]\n\n/** What each filter field reads as on a chip. */\nexport const LEAD_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  emailState: 'Email',\n  ownerUid: 'Owner',\n  leadSource: 'Lead source',\n  campaignIds: 'Campaign',\n}\n\n/** The choices for Status: Open (new or working) and each status on its own. */\nexport const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter(\n  (option) => option !== 'all',\n).map((option) => ({\n  value: option,\n  label: option === 'open' ? 'Open (new or working)' : LEAD_FILTER_LABELS[option],\n}))\n\n/** The choices for Email: every verdict, plus the two aggregates. */\nexport const LEAD_EMAIL_FILTER_OPTIONS = LEAD_EMAIL_FILTERS.filter(\n  (option) => option !== 'any',\n).map((option) => ({ value: option, label: LEAD_EMAIL_FILTER_LABELS[option] }))\n\nconst STATUS_OPEN: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'open' }\nconst STATUS_ALL: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'all' }\n\n/**\n * The clauses the grid shows for a view's stored ones. A stored list with\n * no status clause is Open, which the list opened on before views existed,\n * so it is shown as the clause it means; `status equals all` is every lead\n * and so no clause at all.\n */\nexport function leadClausesForGrid(\n  stored: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = stored.find((clause) => clause.field === 'status')\n  if (!status) return [STATUS_OPEN, ...stored]\n  if (status.op === 'equals' && status.value === 'all') {\n    return stored.filter((clause) => clause.field !== 'status')\n  }\n  return [...stored]\n}\n\n/** The inverse of {@link leadClausesForGrid}: what the view stores. */\nexport function leadClausesToStore(\n  shown: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = shown.find((clause) => clause.field === 'status')\n  if (!status) return [...shown, STATUS_ALL]\n  if (status.op === 'equals' && status.value === 'open') {\n    return shown.filter((clause) => clause.field !== 'status')\n  }\n  return [...shown]\n}\n\nconst listed = (clause: CrmViewFilterClause): string[] =>\n  clause.op === 'isAnyOf'\n    ? clause.value.split(',').map((entry) => entry.trim()).filter(Boolean)\n    : [clause.value]\n\n/** Whether a lead answers every clause the grid shows. */\nexport function leadMatchesClauses(\n  lead: Readonly<Record<string, unknown>> & Pick<CrmLeadFields, 'status'>,\n  clauses: readonly CrmViewFilterClause[],\n): boolean {\n  return clauses.every((clause) => {\n    switch (clause.field) {\n      case 'status':\n        return listed(clause).some((value) =>\n          (LEAD_FILTERS as readonly string[]).includes(value)\n            ? leadMatchesFilter(lead, value as LeadFilter)\n            : true,\n        )\n      case 'emailState':\n        return listed(clause).some((value) =>\n          (LEAD_EMAIL_FILTERS as readonly string[]).includes(value)\n            ? leadMatchesEmailFilter(lead, value as LeadEmailFilter)\n            : true,\n        )\n      case 'campaignIds':\n        return listed(clause).some((value) => leadMatchesCampaignFilter(lead, value))\n      case 'leadSource':\n        return clause.op === 'isEmpty'\n          ? leadMatchesLeadSourceFilter(lead, LEAD_SOURCE_FILTER_NONE)\n          : listed(clause).some((value) => leadMatchesLeadSourceFilter(lead, value))\n      case 'ownerUid':\n        return listed(clause).includes(String(lead['ownerUid'] ?? ''))\n      default:\n        // A clause on a field this list does not answer narrows nothing,\n        // rather than emptying the list.\n        return true\n    }\n  })\n}\n\n/** Campaign clauses were stored as `contains`; the panel's select says `is`. */\nexport const LEAD_CAMPAIGN_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'contains' || clause.op === 'equals'\n      ? { operator: 'is', value: clause.value }\n      : null,\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    return clause && clause.op === 'equals' ? { ...clause, op: 'contains' } : null\n  },\n}\n\n/** \"No lead source\" is an `isEmpty` clause, shown as a choice of the select. */\nexport const LEAD_SOURCE_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'isEmpty'\n      ? { operator: 'is', value: LEAD_SOURCE_FILTER_NONE }\n      : listSelectCodec.toItem(clause),\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    if (clause?.op === 'equals' && clause.value === LEAD_SOURCE_FILTER_NONE) {\n      return { field: clause.field, op: 'isEmpty', value: '' }\n    }\n    return clause\n  },\n}\n\n/** The Leads fields whose stored clauses translate their own way. */\nexport const LEAD_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>> = {\n  campaignIds: LEAD_CAMPAIGN_CODEC,\n  leadSource: 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/lead-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  EMAIL_STATE_LABELS,\n  EMAIL_STATE_STATUSES,\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n  CRM_LEAD_STATUSES,\n  type EmailStateStatus,\n  type CrmLeadStatus,\n  crmLeadSourceKey,\n} from '@aglyn/aglyn'\nimport type { CrmViewFilterClause } from '@aglyn/aglyn'\nimport { SCOPED_SEARCH_JOIN } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { type ListGridFilterCodec, listSelectCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n  crmSelectField,\n} from './crm-list-query'\n\n/**\n * What the Leads section's `Show` control offers (AGL-2608): the two\n * aggregate views and each status on its own. `open` is the default — the\n * list opens on the work — asked of the query as `status in [new, working]`,\n * which every lead answers because every lead writer stores a status, `new`\n * for one nobody has touched (`crmLeadListFields`, AGL-3321).\n */\nexport type LeadFilter = 'open' | 'all' | CrmLeadStatus\n\nexport const LEAD_FILTERS: readonly LeadFilter[] = [\n  'open',\n  'new',\n  'working',\n  'qualified',\n  'unqualified',\n  'all',\n]\n\nexport const LEAD_FILTER_LABELS: Record<LeadFilter, string> = {\n  open: 'Open',\n  all: 'All',\n  new: CRM_LEAD_STATUS_LABELS.new,\n  working: CRM_LEAD_STATUS_LABELS.working,\n  qualified: CRM_LEAD_STATUS_LABELS.qualified,\n  unqualified: CRM_LEAD_STATUS_LABELS.unqualified,\n}\n\n/**\n * The Leads section's `Email` control (AGL-3245): every lead, the ones a\n * member must not email — any verdict but `ok` — the ones nothing has been\n * said about, or one verdict on its own. Beside `Show`, not inside it: a\n * bounce does not move a lead out of Open, and a queue of bounced leads is\n * a queue of people to reach some other way.\n */\nexport type LeadEmailFilter = 'any' | 'problem' | 'none' | EmailStateStatus\n\nexport const LEAD_EMAIL_FILTERS: readonly LeadEmailFilter[] = [\n  'any',\n  'problem',\n  ...EMAIL_STATE_STATUSES,\n  'none',\n]\n\nexport const LEAD_EMAIL_FILTER_LABELS: Record<LeadEmailFilter, string> = {\n  any: 'Any',\n  problem: 'Cannot be emailed',\n  none: 'Nothing known',\n  ...EMAIL_STATE_LABELS,\n}\n\n/**\n * The `Lead source` control's \"no lead source\" choice (AGL-3298). Held in\n * the saved view as an `isEmpty` clause, never as this string; it is only\n * the select's own value for the choice.\n */\nexport const LEAD_SOURCE_FILTER_NONE = '\\u0000none'\n\n/*==========================================\n * THE LEADS GRID'S FILTERS (AGL-3313).\n *\n * The Show, Email, Campaign and Lead source dropdowns became columns of the\n * grid's own Filters panel. Their clauses keep the shape the dropdowns\n * stored, so every saved view of leads reads as it did:\n *\n *   status       `equals <filter>`; none at all is Open, `all` is every lead\n *   emailState   `equals <filter>`\n *   campaignIds  `contains <campaign id>`\n *   leadSource   `equals <label>`, or `isEmpty` for the leads holding none\n *\n * Every one is asked of the Leads query (AGL-3321) through the field a\n * writer stores for it — see {@link leadQueryClause}.\n *=========================================*/\n\n/** The fields the grid's panel offers on Leads. */\nexport const LEAD_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'status', kind: 'exact', path: 'status', operators: ['equals', 'isAnyOf'] },\n  { column: 'emailState', kind: 'exact', path: 'emailState', operators: ['equals', 'isAnyOf'] },\n  { column: 'ownerUid', kind: 'exact', path: 'ownerUid', operators: ['equals', 'isAnyOf'] },\n  { column: 'leadSource', kind: 'exact', path: 'leadSource', operators: ['equals', 'isAnyOf'] },\n  { column: 'campaignIds', kind: 'exact', path: 'campaignIds', operators: ['equals'] },\n]\n\n/** What each filter field reads as on a chip. */\nexport const LEAD_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  emailState: 'Email',\n  ownerUid: 'Owner',\n  leadSource: 'Lead source',\n  campaignIds: 'Campaign',\n}\n\n/** The choices for Status: Open (new or working) and each status on its own. */\nexport const LEAD_STATUS_FILTER_OPTIONS = LEAD_FILTERS.filter(\n  (option) => option !== 'all',\n).map((option) => ({\n  value: option,\n  label: option === 'open' ? 'Open (new or working)' : LEAD_FILTER_LABELS[option],\n}))\n\n/** The choices for Email: every verdict, plus the two aggregates. */\nexport const LEAD_EMAIL_FILTER_OPTIONS = LEAD_EMAIL_FILTERS.filter(\n  (option) => option !== 'any',\n).map((option) => ({ value: option, label: LEAD_EMAIL_FILTER_LABELS[option] }))\n\nconst STATUS_OPEN: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'open' }\nconst STATUS_ALL: CrmViewFilterClause = { field: 'status', op: 'equals', value: 'all' }\n\n/**\n * The clauses the grid shows for a view's stored ones. A stored list with\n * no status clause is Open, which the list opened on before views existed,\n * so it is shown as the clause it means; `status equals all` is every lead\n * and so no clause at all.\n */\nexport function leadClausesForGrid(\n  stored: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = stored.find((clause) => clause.field === 'status')\n  if (!status) return [STATUS_OPEN, ...stored]\n  if (status.op === 'equals' && status.value === 'all') {\n    return stored.filter((clause) => clause.field !== 'status')\n  }\n  return [...stored]\n}\n\n/** The inverse of {@link leadClausesForGrid}: what the view stores. */\nexport function leadClausesToStore(\n  shown: readonly CrmViewFilterClause[],\n): CrmViewFilterClause[] {\n  const status = shown.find((clause) => clause.field === 'status')\n  if (!status) return [...shown, STATUS_ALL]\n  if (status.op === 'equals' && status.value === 'open') {\n    return shown.filter((clause) => clause.field !== 'status')\n  }\n  return [...shown]\n}\n\n/** Campaign clauses were stored as `contains`; the panel's select says `is`. */\nexport const LEAD_CAMPAIGN_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'contains' || clause.op === 'equals'\n      ? { operator: 'is', value: clause.value }\n      : null,\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    return clause && clause.op === 'equals' ? { ...clause, op: 'contains' } : null\n  },\n}\n\n/** \"No lead source\" is an `isEmpty` clause, shown as a choice of the select. */\nexport const LEAD_SOURCE_CODEC: ListGridFilterCodec = {\n  toItem: (clause) =>\n    clause.op === 'isEmpty'\n      ? { operator: 'is', value: LEAD_SOURCE_FILTER_NONE }\n      : listSelectCodec.toItem(clause),\n  toClause: (item) => {\n    const clause = listSelectCodec.toClause(item)\n    if (clause?.op === 'equals' && clause.value === LEAD_SOURCE_FILTER_NONE) {\n      return { field: clause.field, op: 'isEmpty', value: '' }\n    }\n    return clause\n  },\n}\n\n/** The Leads fields whose stored clauses translate their own way. */\nexport const LEAD_FILTER_CODECS: Readonly<Record<string, ListGridFilterCodec>> = {\n  campaignIds: LEAD_CAMPAIGN_CODEC,\n  leadSource: LEAD_SOURCE_CODEC,\n}\n\n/*==========================================\n * THE LEADS QUERY (AGL-3321).\n *\n * `orgs/{orgId}/leads`, newest seen first, under a site narrowed by the\n * `visibleTo` scope clause. Each grid clause is asked through a field every\n * lead writer stores (`crmLeadListFields` in `@aglyn/aglyn`):\n *\n *   status       `status`, stored `new` on a lead nobody has touched, so\n *                Open is `status in [new, working]`\n *   emailState   `emailStatus`, the verdict's status or `none`; \"Cannot be\n *                emailed\" is every verdict but `ok`\n *   leadSource   `leadSourceKey`, the label as the picklist compares it, or\n *                `null` for none\n *   ownerUid     as stored\n *   campaignIds  `array-contains` on the lead's own campaigns; under a site,\n *                `scopedCampaignIds` — the campaign behind each of the\n *                site's scope tokens — which stands in the scope clause's\n *                place, so the one array clause answers both\n *\n * and the search box reads `searchTokens` — word prefixes of the name,\n * address, company, title and tags. Every equality rides one\n * `(field, lastSeenAtMs DESC)` composite; the campaign and the search are\n * array clauses, so the two do not stand together (nor under a site, where\n * the scope clause is the query's one array clause, save the search, which\n * folds into it for a reader who may drop it).\n *=========================================*/\n\n/** The one order the Leads list takes: newest seen first. */\nexport const LEAD_LIST_SORTS: readonly ListQuerySort[] = [{ path: 'lastSeenAtMs', direction: 'desc' }]\n\n/** The fields the Leads query asks — each a stored field, as named. */\nexport const LEAD_QUERY_FIELDS: readonly ListFilterField[] = [\n  crmSelectField('status'),\n  crmSelectField('emailStatus'),\n  crmSelectField('ownerUid'),\n  {\n    column: 'leadSourceKey',\n    kind: 'exact',\n    path: 'leadSourceKey',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty'],\n  },\n  {\n    column: 'campaignIds',\n    kind: 'exact',\n    path: 'campaignIds',\n    tokensPath: 'campaignIds',\n    operators: ['contains'],\n  },\n  {\n    // A campaign under a site: the lead's campaigns behind its scope.\n    column: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    kind: 'exact',\n    path: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    tokensPath: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n    operators: ['isAnyOf'],\n  },\n]\n\nexport const LEAD_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: LEAD_QUERY_FIELDS,\n  sorts: LEAD_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the address, beside the scope clause — the `(visibleTo, email)`\n * composite the Inbox's leads list reads too.\n */\nexport const LEAD_PREFIX_SEARCH = {\n  field: {\n    column: 'email',\n    kind: 'text',\n    path: 'email',\n    lowerPath: 'email',\n    presence: 'always',\n    operators: ['startsWith'],\n  } satisfies ListFilterField,\n  notice: 'Search matches the start of a lead’s address for access limited to specific sites.',\n}\n\n/** Whether an asked clause stands in for the scope clause: a campaign behind the site's scope. */\nexport const leadClauseImpliesScope = (clause: ListFilterRequest): boolean =>\n  clause.field === CRM_LEAD_SCOPED_CAMPAIGNS_FIELD\n\n/** The verdicts a member must not email to: every one but `ok`. */\nconst EMAIL_PROBLEMS = EMAIL_STATE_STATUSES.filter((status) => status !== 'ok')\n\n/** Who is asking, for the one clause whose shape depends on it: the Campaign. */\nexport interface LeadQueryReader {\n  /** The site's scope tokens, or `null` at the organization level. */\n  scopeTokens: readonly string[] | null\n  /** Whether the reader may run a query without the scope clause (`useCrmFoldsScope`). */\n  foldsScope: boolean\n}\n\nconst ORG_READER: LeadQueryReader = { scopeTokens: null, foldsScope: true }\n\n/**\n * One grid clause as the clause the Leads query asks — see the block above.\n * A value the list does not know is refused by name rather than dropped, so\n * a stored view that names a retired choice says so.\n */\nexport function leadQueryClause(\n  clause: CrmViewFilterClause | ListFilterRequest,\n  reader: LeadQueryReader = ORG_READER,\n): CrmClauseAsked {\n  const values = crmClauseValues(clause)\n  switch (clause.field) {\n    case 'status': {\n      const statuses: string[] = []\n      for (const value of values) {\n        if (value === 'open') statuses.push('new', 'working')\n        else if ((CRM_LEAD_STATUSES as readonly string[]).includes(value)) statuses.push(value)\n        else return { refused: `${value} is not a lead status` }\n      }\n      return crmAnyOf('status', statuses)\n    }\n    case 'emailState': {\n      const keys: string[] = []\n      for (const value of values) {\n        if (value === 'problem') keys.push(...EMAIL_PROBLEMS)\n        else if (value === 'none') keys.push('none')\n        else if ((EMAIL_STATE_STATUSES as readonly string[]).includes(value)) keys.push(value)\n        else return { refused: `${value} is not an email verdict` }\n      }\n      return crmAnyOf('emailStatus', keys)\n    }\n    case 'leadSource': {\n      if (clause.op === 'isEmpty' || (values.length === 1 && values[0] === LEAD_SOURCE_FILTER_NONE)) {\n        return { field: 'leadSourceKey', op: 'isEmpty', value: '' }\n      }\n      if (values.includes(LEAD_SOURCE_FILTER_NONE)) {\n        return { refused: '\"No lead source\" cannot be picked beside a value' }\n      }\n      const keys = values.map((value) => crmLeadSourceKey(value)).filter((key): key is string => Boolean(key))\n      return crmAnyOf('leadSourceKey', keys)\n    }\n    case 'ownerUid':\n      return crmAnyOf('ownerUid', values)\n    case 'campaignIds': {\n      if (values.length !== 1) return { refused: 'pick one campaign' }\n      if (!reader.scopeTokens) return { field: 'campaignIds', op: 'contains', value: values[0] }\n      if (!reader.foldsScope) {\n        return {\n          refused:\n            'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it',\n        }\n      }\n      return {\n        field: CRM_LEAD_SCOPED_CAMPAIGNS_FIELD,\n        op: 'isAnyOf',\n        value: reader.scopeTokens.map((token) => `${token}${SCOPED_SEARCH_JOIN}${values[0]}`).join(','),\n      }\n    }\n    default:\n      return { refused: 'this list does not filter by that' }\n  }\n}\n\n/**\n * The query shape the Leads list can send beyond its own declaration, for\n * the index pin (AGL-3321): a collaborator's address prefix beside the\n * equalities they may set.\n */\nexport function leadIndexShapes(): ListQueryDeclaration[] {\n  const equalities = LEAD_QUERY_FIELDS.filter((field) => !field.tokensPath)\n  return [{ fields: [LEAD_PREFIX_SEARCH.field, ...equalities], sorts: [] 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package/src/lib/model/list-fields-api.d.ts

@@ -0,0 +1,26 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import type { CrmListCollection } from '@aglyn/aglyn';
+import { type MaybeTokenSource } from '@aglyn/shared-util-http/authorized-token';
+import type { CrmTaskRouteScope } from './task-routes';
+/**
+ * After a client-direct write the browser cannot follow up itself: ask the
+ * list-fields route to restamp the records (AGL-3321). Never throws — the
+ * write already happened, and a record left stale is what the backfill and
+ * the next write bring level.
+ */
+export declare function restampCrmListFields(user: MaybeTokenSource, scope: CrmTaskRouteScope | null, collection: CrmListCollection, ids: readonly string[]): Promise<void>;